September 9, 2014

Capitalism Distribution

This is a really great study.  Well worth your time. Although it is really strange they never reference Longboard’s study from a few years ago, “The Capitalism Distribution“. Charts then download: —- —- Download PDF Agony and Ecstasy  Website https://www.chase.com/content/dam/privatebanking/en/mobile/documents/eotm/eotm_2014_09_02_agonyescstasy.pdf
August 21, 2014

Intel

This is a nicely done piece by John Hancock.  Fun to flip through all the charts The chart then download: —- —- Download PDFs Market Intelligence Website http://www.jhinvestments.com/
July 13, 2014

Quality, Top Investors and More

I sat down with my friend Peter Mladina the other day over some beers at a local pub.  And along various conversations about the art of winemaking (his) and brewing beer (my first time, came out not bad), we chatted […]
May 22, 2014

Year of the Gator

If I wasn’t on the road for six weeks I would have tried to make the iCIO conference in Carolina. Below is Yusko’s presentation, as well as his quarterly update. Quote then downloads: —- “I have an Investment Rule that […]
February 12, 2014

#1 Read of the Year

Publication has been slow, so thank you for your patience! The good news is there is a backlog of great reads coming, including my #1 favorite read every year in this issue. CSFB publishes the Global Investment Returns Yearbook each […]
January 19, 2014

Real Money Updates

I like reading the updates from the real money institutions – foundations, endowments, pension funds and the like.  aiCIO is a great website that covers the space.  The best part – it is all free.  Below are links for the […]
December 31, 2013

Cheap Across the Board

A long chart filled piece from JPM.  Below is a great chart of country valuations across CAPE, P/B, and dividends.  The #1 ranking is one of my favorite picks for 2014! Chart then download: —- —- Download PDF Long Term […]
October 11, 2013

Guide to Markets

I’m always a sucker for chart books, and we’ve featured JPM’s Guide to the markets before.  Here is their new quarterly update. Quick chart then the download: —- —- Download PDFs Guide to the Markets Website https://www.jpmorganfunds.com/
July 23, 2013

Guide to the Markets

JP Morgan puts out one of my favorite chartbooks every quarter in their “Guide to the Markets”. Here are a few pics from their 70 page PPT before the download: —- —- Download PDF Guide to the Markets 3Q 2013 […]
February 5, 2013

My #1 Read of the Year

I’m taking the red-eye to Colombia tonite, so I have printed out a big stack of papers for the plane.  I am super excited to be reading probably my favorite update of the year, the Credit Suisse Global Investment Returns […]
January 23, 2013

Harnessing the best ideas from academia

It is really, really difficult to stay abreast of all of the white papers and academic papers that come out on a daily basis.  There used to be a service called Alpha Letters (not sure what happened to it) that […]
October 23, 2012

Tactical Playbook

This week’s report looks to uncover opportunities that may lie hidden in the short-term noise. In this issue we include research from Waverly Advisors out of Corning, NY.  Waverly blends macro, quant, fundamentals, and real world derivatives experience to come […]